Andrew Rappolt
Andrew Rappolt is a registered investment advisor at Atlas Private Wealth Advisors, based in Santa Rosa, CA, with 19 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,482 clients with $690M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Atlas Private Wealth Advisors manages investments through various programs, charging a percentage of the assets managed. The specific fee ranges up to 2% annually, charged quarterly in advance, and is negotiable. The Advisor may charge a lesser fee or waive fees under certain circumstances. There are also fees for third-party manager services that are separate and in addition to Atlas PWA's fees.
Location
427 Mendocino Ave., Suite 100, Santa Rosa, CA, 95401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Atlas Private Wealth Advisors
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Atlas Private Wealth Advisors
J L Schneider & Associates
LPL Financial LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Protected Investors of America
Protected Investors of AmericaBroker
Western International Securities, INC.Broker
Gbs Financial CORP.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wamu Investments, INC.
Wamu Investments, INC.Broker
State Registrations1 state
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